Conference Summaries

Proposed Changes to GIPS Standards

Last Thursday and Friday, I attended the Financial Research Association’s Symposium on Performance and Risk Measurement in Boston.  There were a lot of informative sessions and I took almost ten pages of notes, so I should have enough material for a bunch of posts. Unfortunately, I wasn’t able to travel on Wednesday evening, so by …

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Defining Tax Management

In the most recent edition of my Managed Accounts Newsletter (MA Monitor, Feb 2009), I compared different recommendations of the minimum value for a managed account that is required in order for tax management to be effective. The values ranged from $0 (no minimum) up to $1,000,000: $1,000,000 — Dale Rottschafer, CIO, Metamorphosis Money Management …

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